Independent Financial Advice As Independent Financial Advisers based in Huddersfield and serving Yorkshire, we deal with every aspect of financial planning. As Independent Financial Advisers based in Huddersfield and serving Yorkshire, we deal with every aspect of financial planning and can offer advice on Saving and Investing, Retirement Planning, Annuities and Drawdown, as well as various types of Protection.
Our clients benefit from receiving local, trusted, knowledgeable advice; we offer completely independent financial advice covering the entire spectrum of financial products. We will work with you to make sure we find the right solution for you. Our purpose at Portal Financial Planning is 'to help our clients understand, protect and increase their assets.'
Our clients benefit from receiving local, trusted, knowledgeable advice; we offer completely independent financial advice covering the entire spectrum of financial products. We will work with you to make sure we find the right solution for you. Our purpose at Portal Financial Planning is 'to help our clients understand, protect and increase their assets.'
Services
As Independent Financial Advisers based in Huddersfield and serving Yorkshire, we deal with every aspect of financial planning and can offer advice on Saving and Investing, Retirement Planning, Annuities and Drawdown, as well as various types of Protection. Once you reach the stage where you are looking to start taking your retirement income, expert financial advice becomes even more crucial.
We can advise on all types of pensions, planning for your retirement and the options you have when taking your pension. These options have changed over recent years and it is even more important that the choices you make are well informed. You can buy a regular retirement income, usually for life (called an annuity) with your pension savings when you retire.
As Independent Financial Advisers based in Huddersfield and serving Yorkshire, we deal with every aspect of financial planning and can offer advice on Saving and Investing, Retirement Planning, Annuities and Drawdown, as well as various types of Protection. You may want to provide a small nest egg for the future, or have a lump sum to invest.
A pension is money you'll use to live on when you retire. Most people get a State Pension but this only provides for your very basic needs and the state pension age continues to rise. For some, it's now age 68. To make sure you have the standard of living you want in your retirement it's best to save some of what you earn now, in order to enjoy your retirement.
Term assurance is a cheap and simple form of life insurance. You insure yourself for a set term i.e. until a given age. It doesn't contain any investment element - it simply promises to pay out if you die within the term. If you don't die within that time, you receive nothing. A level policy simply means the sum assured remains 'level throughout the term of the policy.
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